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By Jon D. Markman On March 24, 201507:30 AM Eastern
Here are a few notes from my research and conversations on tech and markets over the weekend.
— Watch out, Tesla. Mercedes is launching its first plug-in hybrid-electric midsize sedan, the...
By Jon D. Markman On March 17, 201507:30 AM Eastern
It’s a bird, it’s a plane — it’s Super-Dollar, soaring higher into the investment stratosphere and rattling the cages of U.S. multinationals with its sonic booms.
The damage is getting...
By Jon D. Markman On March 10, 201507:30 AM Eastern
Apple (AAPL) is completing its journey from renegade to matron with the announcement that it will be joining the Dow Jones Industrial Average, on March 19, taking the place of old Ma...
By Jon D. Markman On March 3, 201507:30 AM Eastern
The global macro picture is looking a little rosier despite weak economic data last week. The U.S. economy is not super robust, but the latest data suggest it does continue to expand, as...
By Jon D. Markman On February 24, 201507:30 AM Eastern
We have talked a lot in recent months about the panorama of technology innovation, but in our lifetimes there have been very few truly revolutionary technology developments.
The standard is...
By Jon D. Markman On February 17, 201507:30 AM Eastern
Economists and investors are dying to know what consumers are doing with their gasoline savings windfall. Will they save it, invest it, or upgrade their mobile phones?
To answer this...
By Jon D. Markman On February 3, 201507:30 AM Eastern
Yesterday, Martin told you about the most powerful and potentially most profitable supertrend of 2015 — mobile chat apps. Today, I’d like to share with you what might be the next trend in...
By Jon D. Markman On January 27, 201507:30 AM Eastern
Since Dec. 30, every single session has featured a move in the S&P 500 of greater than 1 percent, according to Jason Goepfert of Sundial Capital. That includes any session when the day’s high is...
By Jon D. Markman On January 20, 201507:30 AM Eastern
Global volatility shifted into overdrive Thursday following a surprise decision by the Swiss National Bank (SNB) to scrap its minimum exchange rate. The development led to massive moves in...
By Jon D. Markman On January 13, 201507:30 AM Eastern
The pileup of stocks in the first two weeks of 2015 has furrowed a lot of brows but it should not be much of a mystery. Fund managers are selling stuff that had worked last year, like utilities...